Working with Groups 4

• Setting up Groups
• Create a Group
• Adding Staff to Groups
• Scheduling with Groups

Organisation Settings 4

• General Settings
• Plan Settings
• Notifications
• Allocating Task Colours

XPM/WFM Settings 3

• Xero Practice Manager / Workflow Max
• Sync Mode
• Sync

Users 3

• Inviting Users
• Manage Users
• Set Staff Capacity

Task Defaults 1

• Task Defaults